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BAYVIEW ASSET MANAGEMENT, LLC

Q3 2025 · Filed 2025-11-13
Market Value
$130M
+33.4%
Holdings
53
+13
New Purchases
19
Added To
9
Closed
8
Reduced
13
Top 10 Concentration
60.9%
Turnover
50.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HIG 2.41% 0.00% +2.41% $3M
SPGI 2.24% 0.00% +2.24% $3M
CB 2.17% 0.00% +2.17% $3M
MFA 2.12% 0.00% +2.12% $3M
MA 1.93% 0.00% +1.93% $3M
MTG 1.76% 0.00% +1.76% $2M
TROW 1.63% 0.00% +1.63% $2M
RJF 1.59% 0.00% +1.59% $2M
INVH 1.58% 0.00% +1.58% $2M
HBAN 1.57% 0.00% +1.57% $2M
ICE 1.51% 0.00% +1.51% $2M
FITB 1.45% 0.00% +1.45% $2M
RITM-PD 2.41% 1.01% +1.39% $3M
ESNT 2.07% 0.77% +1.30% $3M
MMC 1.25% 0.00% +1.25% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GHLD 24.45% 32.34% -7.88% $32M
BK 0.00% 3.32% -3.32% $0
STT 0.00% 1.99% -1.99% $0
TRV 0.00% 1.84% -1.84% $0
RF 0.20% 2.02% -1.82% $264K
BANC 12.63% 14.30% -1.67% $16M
SCHW 0.00% 1.61% -1.61% $0
JPM 1.21% 2.67% -1.46% $2M
FISI 1.05% 2.31% -1.26% $1M
ZION 0.00% 1.06% -1.06% $0
BPOP 0.59% 1.62% -1.03% $762K
PHM 0.00% 1.01% -1.01% $0
BAC 1.09% 2.06% -0.97% $1M
FAF 0.25% 1.21% -0.96% $321K
BKU 0.73% 1.46% -0.73% $954K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $7M 5.6%
Large Cap 25 $36M 27.7%
Mid Cap 18 $47M 36.1%
Small Cap 6 $40M 30.6%

Portfolio Analytics

Avg Market Cap
$63.3B
Median Market Cap
$13.6B
Avg P/E
13.5
Median P/E
11.5
Avg Dividend Yield
0.03%
Avg Beta
0.96
# Stocks
53
# ETFs / Funds
0

Top Holdings (53 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GHLD 24.45% 1,595,844 $32M $19.94 $271K
2 BANC 12.63% 993,130 $16M $16.55 $2M
3 BBT 8.31% 456,144 $11M $23.71 $2M +111,316 +32.3%
4 HIG 2.41% 23,500 $3M $133.39 +23,500 NEW
5 RITM-PD 2.41% 275,000 $3M $11.39 $2M +187,500 +214.3%
6 SPGI 2.24% 6,000 $3M $486.71 +6,000 NEW
7 CB 2.17% 10,000 $3M $282.25 +10,000 NEW
8 MFA 2.12% 300,000 $3M $9.19 +300,000 NEW
9 ONB 2.11% 125,000 $3M $21.95 $2M +78,316 +167.8%
10 ESNT 2.07% 42,300 $3M $63.56 $2M +30,000 +243.9%
11 WSBC 1.96% 80,000 $3M $31.93 $846K +26,000 +48.1%
12 TFC 1.94% 55,308 $3M $45.72 $1M +27,808 +101.1%
13 MA 1.93% 4,423 $3M $568.81 +4,423 NEW
14 PNC 1.85% 12,000 $2M $200.93 $174K
15 MTG 1.76% 80,658 $2M $28.37 +80,658 NEW
16 USB 1.67% 45,000 $2M $48.33 -$88K -5,000 -10.0%
17 TROW 1.63% 20,616 $2M $102.64 +20,616 NEW
18 RJF 1.59% 11,975 $2M $172.60 +11,975 NEW
19 INVH 1.58% 70,000 $2M $29.33 +70,000 NEW
20 HBAN 1.57% 118,214 $2M $17.27 +118,214 NEW
21 ICE 1.51% 11,650 $2M $168.48 +11,650 NEW
22 FLG 1.48% 166,666 $2M $11.55 $158K
23 FITB 1.45% 42,500 $2M $44.55 +42,500 NEW
24 C 1.36% 17,500 $2M $101.50 $74K -2,500 -12.5%
25 MMC 1.25% 8,100 $2M $201.53 +8,100 NEW
26 SBSI 1.25% 57,500 $2M $28.25 +57,500 NEW
27 JPM 1.21% 5,000 $2M $315.43 -$1M -4,000 -44.4%
28 NTRS 1.18% 11,396 $2M $134.60 $266K +1,396 +14.0%
29 HBNC 1.17% 94,817 $2M $16.01 +94,817 NEW
30 BAC 1.09% 27,500 $1M $51.59 -$592K -15,000 -35.3%
31 FNB 1.06% 85,735 $1M $16.11 $1M +60,735 +242.9%
32 FISI 1.05% 50,000 $1M $27.20 -$889K -37,584 -42.9%
33 FULT 0.90% 63,040 $1M $18.63 +63,040 NEW
34 BUSE 0.89% 50,000 $1M $23.15 -$316K -14,385 -22.3%
35 BKU 0.73% 25,000 $954K $38.16 -$470K -15,000 -37.5%
36 BPOP 0.59% 6,000 $762K $127.01 -$815K -8,307 -58.1%
37 WD 0.58% 9,000 $753K $83.62 +9,000 NEW
38 UMBF 0.52% 5,741 $679K $118.35 $101K +241 +4.4%
39 PB 0.51% 10,000 $664K $66.35 +10,000 NEW
40 ALL 0.49% 3,000 $644K $214.65 +3,000 NEW
41 TMHC 0.33% 6,587 $435K $66.01 -$553K -9,500 -59.0%
42 GL 0.29% 2,682 $383K $142.97 $11K -318 -10.6%
43 FAF 0.25% 5,000 $321K $64.24 -$857K -14,187 -73.9%
44 JLL 0.24% 1,050 $313K $298.28 -$392 -176 -14.4%
45 RF 0.20% 10,000 $264K $26.37 -$2M -74,000 -88.1%
46 TRV —% -$2M -6,700 -100.0% SOLD
47 ZION —% -$1M -20,000 -100.0% SOLD
48 SCHW —% -$2M -17,250 -100.0% SOLD
49 PHM —% -$984K -9,330 -100.0% SOLD
50 MTH —% -$261K -3,896 -100.0% SOLD
51 BK —% -$3M -35,500 -100.0% SOLD
52 DHI —% -$630K -4,890 -100.0% SOLD
53 STT —% -$2M -18,250 -100.0% SOLD

Options Breakdown

4 Calls $0 Call Value 35 Puts $279M Put Value

Top Calls

SymbolSharesValueStatus
ALL $0 SOLD
HIG $0 SOLD
KRE $0 SOLD
ITB $0 SOLD

Top Puts

SymbolSharesValueStatus
SPY 280,200 $187M
KRE 300,000 $19M
JPM 15,000 $5M
HIG 30,000 $4M NEW
CB 12,500 $4M NEW
USB 70,000 $3M
MTG 113,000 $3M NEW
TFC 70,000 $3M
ESNT 50,000 $3M NEW
RITM-PD 275,000 $3M NEW

New Positions

SymbolValue% Port
HIG $3M 2.41%
SPGI $3M 2.24%
CB $3M 2.17%
MFA $3M 2.12%
MA $3M 1.93%
MTG $2M 1.76%
TROW $2M 1.63%
RJF $2M 1.59%
INVH $2M 1.58%
HBAN $2M 1.57%
ICE $2M 1.51%
FITB $2M 1.45%
MMC $2M 1.25%
SBSI $2M 1.25%
HBNC $2M 1.17%

Sold Out Positions

SymbolValue% Port
MTH —%
STT —%
DHI —%
TRV —%
SCHW —%
PHM —%
ZION —%
BK —%
View SEC EDGAR Filings for BAYVIEW ASSET MANAGEMENT, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms